Domestic-Plus Equities Strategy
A Values-Based Approach to Your Wealth
At Hemispheres, wealth management is more than just managing assets—it’s about developing a multi-faceted plan that aligns your financial strategies with your personal values, goals and future security. Our Domestic-Plus Equities strategy combines broad market exposure with handpicked, undervalued domestic equities. This strategy targets investors seeking to enhance their portfolio with market diversity and growth potential.
What is the Domestic-Plus Equities Strategy?
The Hemispheres Domestic-Plus Equities strategy consists of a combination of an ETF that represents the overall U.S. stock market and a strategic allocation of equities. The "Plus" portion of the portfolio of stocks that have compelling fundamental and value characteristics and may be domestic or international equities.
Key Components of the Domestic-Plus Equities Portfolio
Our strategy focuses on two key components:
The “Core” portion of the strategy:
Exchange Traded Funds (ETFs) that mirror the Russell 3000 Index are utilized providing exposure to a wide range of industries and sectors within the domestic market. The Russell 3000 measures the performance of the largest 3,000 US companies and represents approximately 96% of the investable US equity market.
Sector Composition of the Russell 3000 (as of 8/31/2026)
| Sector | Weighting (%) |
|---|---|
| Technology | 33.9 |
| Financials | 11.1 |
| Health Care | 9.8 |
| Industrials | 9.3 |
| Consumer Discretionary | 9.2 |
| Communication Services | 9.0 |
| Consumer Staples | 4.3 |
| Energy | 3.5 |
| Materials | 2.1 |
| Utilities | 2.0 |
- The “Plus” portion of the strategy: Hemispheres is a bottom-up, research driven value manager. We identify and invest in specific equities that are compelling due to their valuation, market position and financial fundamentals.
- International equities: By adding international ADRs, we can add quality companies to the portfolio that provide insulation against an adverse US market event as well as to provide the opportunity to achieve outperformance.
Take the Next Step with Hemispheres
Contact Hemispheres today to explore how this strategy can be a part of your comprehensive wealth management plan.
Michael Hart, CFA
CEO and Director of International Research
Michael Hart has over 35 years of capital market experience, previously serving as Managing Director at Tradewinds Global Investors.
Rebecca Holden, CFA
Director of Domestic Research
Rebecca Holden has over 35 years of capital market experience, previously serving as Portfolio Manager and Principal at Archer Capital Management.